Desiree Muir
Clever,MO
Summary
Experienced with coordinating administrative tasks and maintaining organized office environments. Utilizes strong organizational skills to enhance office efficiency and support team operations. Track record of effective communication and multitasking to meet diverse administrative needs. Known for reliability and fostering a positive work environment.
Overview
16
16
years of professional experience
Work History
Client Services Administrative Assistant
Pension Consultants, Inc.
04.2021 - Current
- Solely responsible for scheduling client meetings with their respective client plan manager
- Ensure proper documents/reports are available for upcoming client meetings
- Prepare agenda and minutes for client meetings
- Collaborate with other teams to create quarterly reports
- Provide client support - answer general questions, triage complex questions and forward client to appropriate party, provide requested documents, assist with any other requests as applicable
- Answer main phone line, triage calls, and forward to the proper department when needed
- Assist other departments with smaller projects
- Send, update, track, & calculate net promoter score responses from clients
- Assist in running monthly client reports
- Ensure quarterly reports are delivered to appropriate clients by the intended deadline
- Collaborate with compliance department to create and update internal policies and procedures
- Work independently while meeting deadlines
Policy Assembly Specialist
American National Insurance
09.2017 - 04.2021
- Responsible for assembling insurance and annuity policies
- Collaborated with case managers to ensure policy print was accurate
- Verified additional documents were included with the policy if applicable
- Ensured agents received policies in a timely manner
- Verified policies were mailed to the proper address
Customer Service Specialist
JP Morgan Chase
08.2013 - 07.2017
- Managed high call volumes
- Resolved customers questions/concerns regarding their credit card account
- Enforced bank policies/procedures
- Use of multi-line phone
- Researched unique customer issues to find a solution
Shift Manager
McDonald's
03.2009 - 08.2013
- Managed service levels
- Managed staffing levels
- Resolved customer questions/concerns
- Balanced multiple cash drawers during a shift
- Counted and deposited nightly cash deposit
- Troubleshooted malfunctions in equipment
- Managed overnight staff to complete nightly duties while servicing customers
Education
General Studies of Science - Incomplete
Drury University
Springfield, MO05.2017
High School Diploma - undefined
Clever High School
Clever, MO05.2008
Skills
- Microsoft Offices - Word, Excel, Powerpoint
- Microsoft Outlook
- Adobe
- 10-Key
- Multiple Calendar Management
- Filing
- Data Entry
- Phone and Email Etiquette
- Flexible and Adaptable to Changing Environments
- Well Organized
- Efficient Time Management
- Proficient Communication
- Excellent Ability to Retain and Implement New Information
- Exceptional Customer Service
Timeline
Client Services Administrative Assistant
Pension Consultants, Inc.
04.2021 - Current
Policy Assembly Specialist
American National Insurance
09.2017 - 04.2021
Customer Service Specialist
JP Morgan Chase
08.2013 - 07.2017
Shift Manager
McDonald's
03.2009 - 08.2013
High School Diploma - undefined
Clever High School
General Studies of Science - Incomplete
Drury University
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